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Stock Comparison · Structural lead, mixed market

Cellnex Telecom vs Annaly Capital Management: Which Stock Looks Stronger in 2026?

Annaly Capital Management holds the cleaner structural position, with the lead spread across profitability and valuation. Cellnex Telecom, does not offset that deficit through any equally strong structural edge elsewhere. The market setup broadly confirms the structural lead — Annaly Capital Management holds the more constructive position. That puts structure and market broadly in agreement — Annaly Capital Management's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The clearest separation starts in profitability, but valuation adds another real layer to the result. Annaly Capital Management, Inc. leads by 45 points on the overall comparison score.

Trajectory Similarity
0.69
Moderately similar
Peer-set rank: #56
within Cellnex Telecom, S.A.'s functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

The pair shares a valid long-term profile match, but the trajectories are not especially close.

The match is driven mainly by investment intensity and margin consistency.

Similarity drivers
investment intensitymargin consistency
What reduces the match
recent revenue growth
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
CLNX.MC
Cellnex Telecom, S.A.
37
Peer-Score
Signal qualityMedium
vs
NLY
Annaly Capital Management, Inc.
82
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: CLNX.MC vs NLY Profitability 4 100 Stability 32 36 Valuation 30 88 Growth 100 92 CLNX.MC NLY
Gap Ranking
#1 Profitability +96
#2 Valuation +58
#3 Growth +8
#4 Stability +4
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CLNX.MC and NLY Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CLNX.MCNLY Relative valuation Structural strength

Annaly Capital Management, Inc. looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative valuation score and peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, Annaly Capital Management, Inc. ranks near the top of the group; Cellnex Telecom, S.A. sits in the weaker half.
Valuation
On valuation, the gap still runs the same way: Annaly Capital Management, Inc. sits near the top of the group, while Cellnex Telecom, S.A. remains in the weaker half.
Profitability — Dominant Gap
CLNX.MC
4
NLY
100
Gap+96in favour of NLY

The profitability lead is mainly driven by a 87-point operating margin advantage.

What keeps the gap from being one-sided

Cellnex Telecom, S.A. still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

The lead is built on both profitability and valuation, making it broader than a single-dimension result.

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Break down the CLNX.MC vs NLY comparison across all dimensions with the full interactive tool.

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Similar profitability-and-valuation comparisons

Explore how CLNX.MC and NLY each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.